Poehling Capital Management’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-24,137
| Closed | -$195K | – | 122 |
|
|
2020
Q1 | $195K | Sell |
24,137
-12,555
| -34% | -$101K | 0.14% | 90 |
|
|
2019
Q4 | $494K | Buy |
36,692
+300
| +0.8% | +$4.04K | 0.32% | 70 |
|
|
2019
Q3 | $444K | Sell |
36,392
-470
| -1% | -$5.73K | 0.33% | 67 |
|
|
2019
Q2 | $441K | Buy |
36,862
+265
| +0.7% | +$3.17K | 0.3% | 73 |
|
|
2019
Q1 | $426K | Sell |
36,597
-280
| -0.8% | -$3.26K | 0.31% | 75 |
|
|
2018
Q4 | $400K | Sell |
36,877
-7,135
| -16% | -$77.4K | 0.39% | 67 |
|
|
2018
Q3 | $658K | Buy |
44,012
+13,355
| +44% | +$200K | 0.47% | 59 |
|
|
2018
Q2 | $456K | Sell |
30,657
-13,565
| -31% | -$202K | 0.4% | 65 |
|
|
2018
Q1 | $742K | Buy |
44,222
+610
| +1% | +$10.2K | 0.6% | 52 |
|
|
2017
Q4 | $778K | Buy |
+43,612
| New | +$778K | 0.66% | 50 |
|